PWM
QQQI icon

Puff Wealth Management’s NEOS Nasdaq 100 High Income ETF QQQI Stock Holding History

Puff Wealth Management’s Portfolio QQQI Stock Details QQQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.48M Buy
44,667
+7,957
+22% +$435K 2.34% 14
2026
Q2 		$2.08M Buy
+36,710
New +$2.02M 2.13% 15
2025
Q4 		$604K Buy
+11,244
New +$612K 0.78% 38

Other funds holding QQQI

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
VEM
Vann Equity Management Plano, Texas $168M AUM
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

Puff Wealth Management's QQQI Position: Q3 2026 in Review

Puff Wealth Management increased its NEOS Nasdaq 100 High Income ETF (QQQI) stake by 22% in Q3 2026, buying an estimated $435K and bringing the position to 44,667 shares worth $2.48M. The position accounts for 2.34% of the portfolio, ranked #14.

Puff Wealth Management first reported a position in QQQI in Q4 2025 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold QQQI as of Q3 2026.

  • Puff Wealth Management held 44,667 shares of NEOS Nasdaq 100 High Income ETF worth $2.48M as of Q3 2026.
  • Puff Wealth Management bought 7,957 NEOS Nasdaq 100 High Income ETF shares in Q3 2026, an estimated $435K.
  • NEOS Nasdaq 100 High Income ETF made up 2.34% of Puff Wealth Management's portfolio in Q3 2026, its #14 holding.
  • Puff Wealth Management first reported a position in NEOS Nasdaq 100 High Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.